Attaching electronic documents to a Centrelink customer's record 111-10010140
Expand allThis document explains how staff attach electronic documents to a Centrelink customer's record. Staff do this when they receive or create electronic documents, including Job Capacity Assessment (JCA) Assessors, specialist and processing staff.
This process is different to the Upload Documents service, which customers use to upload forms and documents online.
Appropriate documents to upload
Documents staff may want to upload include:
- External Specialist reports received electronically (through email)
- Internal Specialist reports completed electronically
- Assessor case notes recorded electronically
- Test resources provided electronically
- Supporting documents provided electronically by accountants or financial planners
- Authorised Review Officer (ARO) or Complex Assessment Officer (CAO) decision documents and case notes
- Administrative Review Tribunal (ART) decision statements provided electronically
- MultiCal documents created by debt processing teams
- Aged care manual letters and calculations, and
- Any other relevant documents provided electronically (for example, email) by a customer
If the documents relate to the customer separating from a relationship, there are key tasks they should consider to keep their personal information. See Separating Safely - Protecting personal details.
Document size and limitations
Do not upload documents larger than:
- 10MB if using the Documents icon in Process Direct
- 5MB if using Document Tools in Customer First
This is because the file may be too large to open later.
Long documents (for example, 100 pages or more) or documents with photos, graphics or other similar content may result in a file size too large to open when uploaded.
Do not upload password protected files because the password will stop the file from opening later.
Related links
Removing a digital image from customer records